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Disclosery

Signature Wealth Management Group: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Signature Wealth Management Group on DFAS, newest first. How the timeline and the estimate are built.

Signature Wealth Management Group held 4,846 DFAS shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,846 shares
    Change vs previous 13F -7 shares

    0.13% of the 13F portfolio, value $344,696.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 4,853 shares
    Change vs previous 13F -114 shares

    0.14% of the 13F portfolio, value $338,109.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 4,967 shares
    Change vs previous 13F +15 shares

    0.13% of the 13F portfolio, value $340,041.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 4,952 shares
    Change vs previous 13F -739 shares

    0.12% of the 13F portfolio, value $315,492.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 5,691 shares
    Change vs previous 13F -541 shares

    0.13% of the 13F portfolio, value $340,037.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 6,232 shares
    Change vs previous 13F +2,905 shares

    0.16% of the 13F portfolio, value $405,579.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 3,327 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $215,789.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).